5 results found
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Power Bi Embedded reports to include mortgages, protection, and B&C.
Power Bi Embedded reports to include mortgages, protection, and B&C all in one report. This way, the managers can see at a high level what has been offered to the client rather than having to go over 3 reports, it should be easy to review this on a client level, but then we should be able to drill down into each policy still.
2 votes -
Ability to Customise the fields in reports
allow us to decide what information should be pulled into report. We would like to be able to use Smartr365 for MI and reporting to the FCA but the reports current fields mean you have to pull several report to do one task. As all needs are different to be able to customise the fields needed would be advantageous
7 votes -
Being able to record renewal commission, non indemnity and claw back.
Being able to record renewal commission, non indemnity and claw back. This is a critical part of understanding the overall financials of the business and currently we have to do manual calculations.
1 vote -
Expected and Received Proc fee , a field for both!
Having a field of expected proc fee and received proc fee.
This is because if they use the bulk update from L&G club hub and there is a discrepancy between expected and received proc fee, there is no way to check this easily.
This should also show in the mortgage fees and in the reports, as it would be easy to see where the discrepancy has come from.1 vote -
Introducer reports that can generate a PDF report
Ability to create a introducer report in a PDF format, that allows notes to be added to each case line in the report by the advisers with access.
20 votes
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